07 5492 0350
Meet Our Team
We are a team of dedicated financial planners, committed to helping our clients achieve their financial goals. Our experienced professionals bring a wide range of skills and expertise to the table, ensuring that we provide comprehensive and customised financial planning solutions for each of our clients. Please refer to our Financial Services Guide for information on our services and client commitments.
Amy Mountford
Client Services Officer
Consultants
About Compass Financial Solutions
Compass Financial Solutions is a financial planning practice located on the beautiful Sunshine Coast, Queensland.
We are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer.
Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!
What Our Clients Say About Us
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You have this year given us a lot of help ( So far Gratus) and made us look at things we didnt really want to think about- like where to next and how do we set ourselves up for the future.Very importantly you have put Sandra who didnt know you at all, at ease very quickly . Your calm ,experience and professionalism shows through, and we feel we are in good hands.
Although the plan is implemented we haven't yet sold the rental house but it is on the market. Once that is sold as discussed we will make a time to meet you in the new year, to get you to roll out a blue print for us to follow over the next few years ( a payday for you at last).
Thanks again
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During the period that I have been dealing with Graham and the team at Compass Financial Solutions I have found that all of my meetings have been made easy by there friendly personalities. Everyone is polite and professional, and always willing to provide answers to questions, no matter how complicated or minor the matter might seem
Our Contact Details
Business Hours
Office Location
Office Address:
6 Otranto Ave, Caloundra QLD 4551
Mailing Address:
PO Box 231, Caloundra QLD 4551